Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Holmfirth
£24000 - £26000 28/04/2026
NJR16661
£24000 - £26000 28/04/2026
NJR16661
DESCRIPTION
Trainee Financial Planning Administrator
Holmfirth
Up to £26,000
NJR Recruitment are delighted to be working with a successful and growing Financial Planning firm who are looking to recruit a Trainee Financial Planning Administrator to join their supportive team for initially an 18 month period
This is an excellent opportunity for someone looking to start a long-term career within Financial Services, gaining hands-on experience within a professional wealth management environment with full training and development provided.
The Role
Working as part of an established team, you will provide valuable day-to-day administrative support to advisers and senior colleagues, learning the foundations of the financial planning process.
Key responsibilities will include:
\" Answering the telephone professionally and dealing with client enquiries
\" Supporting advisers and colleagues with day-to-day administration
\" Managing files, retrieving information and updating records
\" Inputting data onto internal systems with a high level of accuracy
\" Preparing correspondence via email and letter
\" Filing, scanning and maintaining client documentation
\" Meeting and greeting visitors to the office
\" Assisting with office organisation and general administrative tasks
\" Supporting the wider team as required
About You
\" Keen to build a career within Financial Planning / Wealth Management
\" Degree level qualified in a finance related (economics/maths etc) or professional services (Law/Business Studies)
\" Strong organisational skills with excellent attention to detail
\" Professional telephone manner and confident communication skills
\" Good numeracy and written skills
\" Comfortable using Microsoft Word and Excel
\" Positive attitude with a willingness to learn
\" Reliable, punctual and professional approach
What\'s on Offer
\" Salary up to £26,000
\" Immediate start available
\" Full-time, office-based role
\" Excellent training and long-term career development
\" Friendly and supportive team environment
\" Company pension and additional benefits
This is a fantastic opportunity for someone looking to take their first step into the financial planning sector with a firm that values development and progression.
For a confidential discussion, please contact NJR Recruitment quoting NJR16661
Holmfirth
Up to £26,000
NJR Recruitment are delighted to be working with a successful and growing Financial Planning firm who are looking to recruit a Trainee Financial Planning Administrator to join their supportive team for initially an 18 month period
This is an excellent opportunity for someone looking to start a long-term career within Financial Services, gaining hands-on experience within a professional wealth management environment with full training and development provided.
The Role
Working as part of an established team, you will provide valuable day-to-day administrative support to advisers and senior colleagues, learning the foundations of the financial planning process.
Key responsibilities will include:
\" Answering the telephone professionally and dealing with client enquiries
\" Supporting advisers and colleagues with day-to-day administration
\" Managing files, retrieving information and updating records
\" Inputting data onto internal systems with a high level of accuracy
\" Preparing correspondence via email and letter
\" Filing, scanning and maintaining client documentation
\" Meeting and greeting visitors to the office
\" Assisting with office organisation and general administrative tasks
\" Supporting the wider team as required
About You
\" Keen to build a career within Financial Planning / Wealth Management
\" Degree level qualified in a finance related (economics/maths etc) or professional services (Law/Business Studies)
\" Strong organisational skills with excellent attention to detail
\" Professional telephone manner and confident communication skills
\" Good numeracy and written skills
\" Comfortable using Microsoft Word and Excel
\" Positive attitude with a willingness to learn
\" Reliable, punctual and professional approach
What\'s on Offer
\" Salary up to £26,000
\" Immediate start available
\" Full-time, office-based role
\" Excellent training and long-term career development
\" Friendly and supportive team environment
\" Company pension and additional benefits
This is a fantastic opportunity for someone looking to take their first step into the financial planning sector with a firm that values development and progression.
For a confidential discussion, please contact NJR Recruitment quoting NJR16661
Apply Now
